TCT365 for Insurance
A powerful insurance CRM solution built with industry best practices
A better way to reach your clients
Drive meaningful leads to new clients with a CRM solution designed specifically for the insurance industry.
Generate & Convert High Quality Leads
Increase New Client Acquisition
Offer the Right Product to the Right Customer
Increase Up-Sell & Cross-Sell Opportunities
Why TCT365 for Insurance?
TCT365 for Insurance is an industry-specific CRM solution built on top of Microsoft Dynamics 365. We blend technology and strategy for a solution that is tailored to an insurer’s specific needs. The result is a system that makes business sense.
- Increased Time to Value
- Built-in Industry Best Practices
- Improved User Adoption
- Optimised Decision Making & Next Best Actions
Get A Single View of Your Clients
Combine and leverage all your data – spanning policies, premiums, opportunities, open claims, relationships
Offer A Full Omni-Channel Experience
A unified front end allows you, and
Gain Next Best Actions
Use data-driven customer insights that will proactively recommend the right product to the right client at the right time. Real-time dashboards and reporting
Ready To Get Started?
The Only Tool You’ll Ever Need
TCT365 for Insurance uses a pre-built feature list that combines insurance industry best practices with the latest technology to improve your time to value.
Build, automate and manage multi-channel campaigns targeting multiple segmented customer lists.
Lead Management & Distribution
Generate high quality leads and distribute the leads with the highest propensity to close to the right sales person.
Sales Pipeline Management
Provide clients with a guided and seamless onboarding process. Capturing Know-Your-Client, policy and compliance information.
Manage all your clients’ policy information in one place. Get automated notifications on policy renewal dates, cross-sell and up-sell opportunities.
Single View of a Customer and Broker
“In just seven months we saw an 87% increase in sales”
Head of D2C at Vitality
Get In Touch
Discover how TCT365 for Insurance can build stronger client relationships and boost client acquisition.